Client portal ยท Getting started
Installing the app on your phone
The portal is an installable web app. Installing it gives you an icon on the Home Screen, and on an iPhone or iPad it is the only way push notifications can work at all.
- Sign in on your phone.
- Wait for the Install Certainty banner near the bottom of the screen.
- On an Android phone or a computer, press Install and confirm.
- On an iPhone or iPad, press How to install and follow the three steps the banner lists. They walk you through the share menu and Add to Home Screen.
- Open the portal again from the new Home Screen icon, not from a browser tab.
Press Not now if you would rather do it later. The banner only shows when you are signed in, on a phone, and not already running the installed app, so it stops appearing once the install is done.
When a new version ships you get a small A new version is available banner with a Refresh button. Pressing it reloads the app on the spot, and you keep your session.
Next
See this on your own workflow
This is the product as it stands today. A call is where you find out which parts of it your team would turn on, and what a deployment looks like.
partnerships@dhcertainty.com